Customer Panel 2.0

New version of the customer panel, to go alongside Cart 2.0

Admin Portal 2.0

First Party Themes/Websites

Official Upmind Web Hosting Themes/Websites with greater flexibility and customization options to better curate it to our own brand and make it stand out uniquely. To better understand my point and look at some inspirations, we can take a look at: https://themeforest.net/search/web%20hosting This would enable for a complete package for web/cloud hosting providers and make Upmind an ideal solution.

Enhancements to platform search

Ability to add a delegate for an entire account

There are many accounts that have multiple people that need to manage the account. (Admins, accountants, owners, etc.) however, having to add a delegate for each individual product, and then each support ticket is not very admin friendly. Please create the ability to add a “Master” delegate to an account that will automatically give access to everything in the account (products, opening tickets, billing visability, etc.). This way you only send one invite to a “master delegate” and they have access to everything in that account. This would dramatically streamline the administrative process, and make the clients happy as only 1 invite needs to be sent.

Show when terms and conditions are accepted

Add a WYSIWYG editor for email templates

Can you please add a option to use a WYSIWYG editor to ALL places that allow you to modify displayed text please. Doing everything in HTML is tedious, and you can make emails look much better…quicker, if a WYSIWYG editor was an available option. This could work for Email Templates, Client Templates, a ton of different places …. think of making it easier for clients like us to manage the system so we can spend more time on running our business than drafting up templates in HTML :)

CSV Export Feature

Enable the export of search results from advanced searches in CSV format. This feature facilitates easy extraction and analysis of data from complex searches

Whois Checker

Hi, I would like to request for Domain and IP address Whois Checker, as Upmind currently have Domain Registration Widget, so adding a Whois Checker will also helpful and attract more customers from Google.

Client area preview

UI for widget management

Reporting Dashboard

A dashboard displaying key insights and data trends from your Upmind instance. Full features TBC

Date Localization Settings

Introduce date localization settings allowing users to define their preferred locale. By default, the system will detect the locale from the user's machine, but this update would provide users the option to override this setting with their preferred locale

Social Login Widget

Add Downloadable Button for Digital Products in Client Area

I’d like my customer to be able to download an image directly after payment from the client area

CSV importer

Cloudflare Turnstile for Captcha

Hello, Cloudflare Turnstile would be a perfect option to speed up captcha, instead of using traditional captcha systems this would add stronger privacy and speed up the process, an option to enable turnstile instead of recaptcha would be incredible so that people can pick between the two options. Website: https://www.cloudflare.com/products/turnstile/

View Deleted Client Content

Currently, when a client is deleted, there is no method to view Contract Product (CPs) or invoices, as client context is used. We'll create the concept of a 'deleted client' to be able to view this historic information.

Quoting Engine

Add Phone Number To Leads

If would be great if we could add a phone number section to leads. I am currently trying sync our clients and leads to our Dialpad (VOIP) service through Zapier so that whenever a client calls we can identify them quickly based on the number linked to there profile or lead profile. Right now we can add the phone number to notes, but I do believe it would be better if there was an actual field specifically for Mobile Number.

An option to display / hide domain manage section at the client area

This function is cool but I would appreciate an option to display / hide domain manage section at the client area. As a reseller, I am not willing to let the customer to generate the transfer code. Also, there is a risk to lose the domain if the account is hacked.

Affiliate Commission List page

A commission list (possibly a tabbed page under: Clients -> Affiliates -> Commission List) showcasing all of the latest commissions & their statuses in the order they were created for easier management & auditing. The Order List is a good example, but for commissions.

Product Client Configuration

Allow admins to create product configurations with customizable options (e.g., size, color). Each configuration includes a public name, name, options, quantities, and default selections

Withholding Tax Support

Support for withholding tax that can be applied to specific clients. This is some jurisdictions supports clients who only pay part of the invoice and the remainder is then claimed back from the government.

Shorter Links - URL Slugs?

Good Day, We were wondering if it's possible to make shorter URLs / URL Slugs for sharing products in a similar way like: https://a.co/d/2kJDG2X since the current product links are way too long like: clientes.cimeira.mx/order/product?pid=50381d78-0e72-d4d2-8d0f-2413569926e5 In our case it would be something like: https://clientes.cimeira.mx/----------- Thank you so much, Have a great day! Juan Carlos Solórzano - IT Intern at Cimeira

Moving associated services when moving Domains between accounts.

When moving a domain name from one account to another, it would be beneficial to be able to also move the services associated with that domain name along with it instead of having to move them separately. It would also minimize errors of services accidentally being left behind.

Domain Search Wdiget Customization via CSS or UI

Possiblities to modify the look and feel of the Domain Search Widget and limit the out put of domain suggestions.

Caution Flag for Unpaid Orders in Provisioning

When an order remains unpaid, a caution flag will be displayed on the manage tab in the admin area. This flag alerts users that the order is unpaid and running provisioning functions before payment could result in unforeseen consequences.

ClientExec Import Tool

A tool to import ClientExec Users into Upmind

Custom Registrar-Based Domain Change Notifications

Bulk Delete Users

Please add a bulk user deletion feature that allows administrators to remove multiple users at once based on selected criteria. Examples: Users with no active products Users with no invoices Users with no services Users inactive for a specified period Managing large numbers of non-customer or inactive users manually is time-consuming and inefficient.

Activity history log

Hi team, this is one of the feedback submitted by the customer ticket link: https://admin.hosting.com/admin/support/inbox/1e509897-3d24-7259-7e70-c345e610832d Maybe consider this for future reference

Show provisioning errors without the need to hover over icon

Apologies if this was already requested. The GetInfo errors are crazy out of hand in the Provisioning Errors section. Since I have to hover over each “i” info icon one at a time, it is very painful to have to go through tons of entries one at a time just to find “legit” provisioning errors. Can we either DISPLAY the error without the need to hover over each info icon OR at a minimum add the ability to filter out the GetInfo errors, since these are not urgent. Thank you for your consideration. This should be a relatively simple UI fix.

Ability to add menu items to customer facing portal

We’d like the ability to add menu items to the customer facing portal We use Zendesk for support in our biz so don’t use the inbuilt upmind ticket system. We’ve had a number of customers ask where the helpdesk is when poking around the backend There’s also some marketing related menus we’d like to add such as free tools and free reports which we can’t add right

Arabic Language Support

It would be very good if upmind is provided in arabic language

Checkout v2

Introducing Checkout v2: a completely new, refreshed, and conversion-optimised checkout experience. This update offers streamlined processes designed to minimise friction and maximise efficiency, ensuring a smooth journey from discovery to cart to purchase. With a wealth of customisation and theming options, you can tailor the checkout to perfectly match your brand's identity and meet the unique needs of your customers. Our extensive new features allow for greater flexibility and personalisation, ensuring a more engaging and satisfying user experience. Developed from the ground up with our new cutting-edge Headless Upmind framework (also coming soon), Checkout v2 not only improves functionality but also ensures robust performance and scalability. This release is set to significantly enhance your customers' shopping journey, providing a seamless and enjoyable checkout process that can drive higher conversion rates and customer satisfaction. Get ready to transform your online store with Checkout v2 and deliver an exceptional shopping experience that stands out in today's competitive market.

Enforce Email Verification Before Order Placement & Payment

Currently, unverified email addresses can be used to place orders and submit payments, which can lead to issues with order confirmations and communication. Could you add a feature that requires email verification before orders are processed? This will help ensure that all transactions come from valid, verified email addresses. Thanks for considering this suggestion!

WHMCS migration tool enhancements

Domain name tooling & enhancements

Mandatory Two-Factor Authentication

We'll introduce a brand setting where users can make 2FA mandatory, in order to enhance security. Users with 2FA already enabled will continue as usual. For those without, they will receive a setup token to obtain a TOTP secret or QR code via our API. Once set up, they will complete a quick verification to enable 2FA and gain full access. This enhancement will ensure stronger security across our platform as we progress with its introduction.

Adding ReCAPTCHA to Registration Forms

We’ll be adding ReCAPTCHA to registration forms to prevent spam registrations and ensure only real users can sign up.

Enterprise SSO for staff users

With O365/Ldap/Google etc.

Add Client Status

We should have a concept of a client status as New Inactive Active Allows better filtering / segments for bulk email targeting etc. New – The client has not placed any orders yet. Active – The client has one or more recurring CPs that are awaiting, active, or suspended. Inactive – The client only has cancelled or closed recurring CPs.

Ability to add additional emails for notifications

Many business clients have multiple departments handling different business functions (i.e. Owner of the business, the accounting dept, the IT dept). Many of these people need to receive notifications but currently there is only the ability to have notifications to one email account. Expecting that the owner of the company needs to forward emails to other departments to perform their duties is not realistic, especially with Corporate clients. My feature request is have a NOTIFICATIONS section under Client > Settings (or wherever) that would allow the client to specify multiple email addresses and what notifications those email accounts will receive OR not to receive. This is not just useful, it is absolutely needed. Please excuse my funny little mockup below, I am not a graphic designer :)

Headless `domains` module

import { useDomains } from "@upmind/headless-vue"; This module provides methods and functionality to perform domain availability searches and add/remove these with a basket.